How to Create an External Channel

External Channels are conversations where at least one person is from outside the organization. Follow these steps to create an External Channel and add outside connections. 

To start an External Channel:   

1. Click the blue New+ button at the top-left corner of the screen and select Channel   

2. Enter a name for the channel  

3. Click Create   

4. In the Channel Settings pop-up menu, begin searching for and adding internal users  

To invite a pre-existing external user:

1. Search for the user in the Channel Settings pop-up search bar  

2. Click Update Members  

3. Confirm that you wish to start an External Channel with someone outside your organization  

To invite a new external user:  

1. Click on the Invites tab  

2. Enter the external user’s email address and name  

3. Click Send Invite 

4. Confirm that you wish to start an External Channel with someone outside your organization